You + me + 2hr meeting = SOLUTIONS

If you have questions about your 401(k) plan, understanding the implications of exercising your stock options, buying a first or second home, or any other unique financial situation, The Focused Planning Service is right for you.

The Focused Planning service is designed to help you get answers to your pressing financial questions, and get them fast. With Focused Planning there’s no need to engage in an ongoing planning service. Instead, we’ll spend up to two hours addressing 2-3 specific financial issues with the goal of giving you immediate feedback, options, and guidance.


Two-hour meeting focused on 2-3 topics that you provide me in advance.

Immediate feedback on the questions or issues that concern you.

Follow-up e-mail with any recommended action steps.

Investment for a Focused Planning session is $500

have a few questions?

Let’s get you on the calendar.